A tour on how to manage (create, edit, delete) benefits within your NextBroker agency portal.
Managing Benefits (Policies)
NextAgency makes it easy to stay on top of all the policies your clients have -- or have had. Or are about to have.
-
-
A tour on how to manage (create, edit, delete) benefit fields within your agency portal.
-
You can upload detailed policy information to NextAgency and use that data to automatically populate fields in the benefit template. This not saves you significant time, but it assures that data is being entered consistently among clients.
When combined with the ability to create custom benefit fields, NextAgency delivers tremendous flexibility to capture and quickly upload the policy information you need.
-
A tour on how to manage (create, edit, delete) benefit/policy stages within your agency portal.